Instrumental Wealth, LLC ISHARES TR Transaction History

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024
Number of Shares
353,696
Previous 325,162 8.78%
Holding current value
$8.98 Billion
Previous $8.44 Billion 6.39%
% of portfolio
8.5%
Previous 8.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
N/A
28,534 Added 8.78%
353,696 $8.98 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
10,617 Added 3.38%
325,162 $8.44 Billion
Q2 2024

Jul 26, 2024
BUY
N/A
11,524 Added 3.8%
314,545 $7.99 Billion
Q1 2024

May 29, 2024
SELL
N/A
-6,630 Reduced 2.14%
303,021 $7.56 Billion
Q4 2023

Jan 25, 2024
BUY
N/A
309,651 New
309,651 $7.87 Billion
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